Filed March 13, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,581 | $104,098+190.7% | $140,514+115.3% | $94,015+221.8% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 13.76% | 15.14%-1.4pp | 14.36%-0.6pp | 17.84%-4.1pp |
| Employer contribution / active EE | $13,214 | $2,388+453.3% | $3,378+291.1% | $2,790+373.6% |
| Participant deferral / active EE | $10,992 | $4,033+172.6% | $4,919+123.5% | $4,249+158.7% |
| Admin fee / account holder | $24,821 | $10,439+137.8% | $13,697+81.2% | $8,951+177.3% |